Testimonials

Hear directly from advisors who've trusted us with their transition. Stories of independence, autonomy, and growth in their own words.

Trusted by +250 Partners

Featured Transitions

Named outcomes. Public record.

Two recent transitions Winthrop & Co. guided. Real names, real numbers, attributed in the press.

Featured Story

Edward Jones → Raymond James (RJFS)

Josh ColwellCFP®, CEPA®, AAMS®

Founder, CoWealth Advisors of Raymond James

After more than a decade at Edward Jones and Level 10 production, Josh launched CoWealth Advisors with Raymond James and grew the practice from $150M to $600M in client assets.

“Partnering with Rob taught me more about the independent space than I would have learned in several years on my own. I'm grateful to him and his team and would recommend them to anyone exploring their options in the financial industry.”
“It takes a village doesn't just apply to raising a family, it equally applies to building an organization. Surrounding myself with high character, like minded people, is the secret ingredient of turning a practice into an organization.”

$150M → $600M

AUM growth post-transition

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Featured Story

Northwestern Mutual → Raymond James

Craig Haba & Ben SherryCFP®

Managing Partners, Haba Sherry Wealth Management

After more than a decade at Northwestern Mutual building a planning-led, family-office-style practice in Boston's Financial District, Craig and Ben transitioned to Raymond James and retained 98.7% of their wealth management clients through the move.

“A big thank you to Winthrop & Co. for their guidance and partnership throughout our transition to Raymond James Financial Services. If anyone is considering a similar move, they're a great resource.”
“Raymond James offers the scale and capabilities of a major financial institution while still preserving the independence of the advisor-client relationship. Their planning-first philosophy, open architecture investment platform, and deep resources in areas like private banking and capital markets aligned with how we want to serve clients going forward.”

98.7%

client retention through transition

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In Their Words

Voices from advisors we've placed.

Identities omitted by request. Stories about autonomy, economics, and the moment the question stopped being “am I doing well” and started being “is this still the right place.”

I brought over about 30Mil and honestly I am comfortable and don't want to take on anymore clients… the best part about being Indy is that I wrapped the entire 30Mil and at 80% it's about what I was making when I had 90Mil that I was managing.

The move has been going extremely well and my new team is amazing. Moving on was difficult, I leave behind great personal and professional relationships. However, I am excited for the opportunity to leave the broker-dealer environment with this transition to a Fee-Only Registered Investment Advisor. The added independence will help me fulfill the fiduciary promise I have made to my clients.

Wow… I had no idea there was so much opportunity out there… things have been very successful so far and really appreciate you making these introductions.

I finally realized I was working harder to build up my name independently for when I left, than I had ever worked to build up my firm while I was staying.

It was tough to make up my mind at first, but once I was committed, it was full steam ahead and Taylor's help really confirmed that for me.

The autonomy. My previous firm was so controlling that I couldn't be myself and I know that was holding me back from serving my clients the best that I could. I'm a much better advisor for having left.

It was a no-brainer! I didn't know what I was doing or how to go about choosing a new BD. It didn't cost me anything for all of his guidance and I genuinely like working with you guys.

We used to be a cult of volunteerism, but now we're just treated as employees.

One of our clients who knows our industry very well said, "I told you to do this 15 years ago!"

It was an easy decision once it was clear the values at my previous firm no longer aligned with my own. This was an opportunity for me to create my own culture for others on my team and for my clients.

I was referred to them from a fellow advisor and just appreciated their down to earth, matter of fact approach.

Real stories. Real results.

When you're ready to write your own, we'll be the counterpart in the room.